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Disclosery

ASSETMARK, INC: SRLN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSETMARK, INC on SRLN, newest first. How the timeline and the estimate are built.

ASSETMARK, INC held 342,445 SRLN shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 342,445 shares
    Change vs previous 13F +28,066 shares

    0.02% of the 13F portfolio, value $13,797,095.

    13F-HR 0001344551-26-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 314,379 shares
    Change vs previous 13F +8,799 shares

    0.03% of the 13F portfolio, value $12,619,176.

    13F-HR 0001344551-26-000005 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 305,580 shares
    Change vs previous 13F -6,523 shares

    0.03% of the 13F portfolio, value $12,611,273.

    13F-HR 0001344551-26-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 312,103 shares
    Change vs previous 13F +11,683 shares

    0.03% of the 13F portfolio, value $12,977,237.

    13F-HR 0001344551-25-000014 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 300,420 shares
    Change vs previous 13F +11,761 shares

    0.03% of the 13F portfolio, value $12,494,479.

    13F-HR 0001344551-25-000012 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 288,659 shares
    Change vs previous 13F +110,053 shares

    0.03% of the 13F portfolio, value $11,872,531.

    13F-HR 0001344551-25-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 178,606 shares
    Change vs previous 13F +3,062 shares

    0.02% of the 13F portfolio, value $7,453,239.

    13F-HR 0001344551-25-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 175,544 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,330,698.

    13F-HR 0001344551-24-000009 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).